Smartphones: second-place blues

It is still Apple and everyone else. Why?

Visa/MasterCard: growth is priceless

The future looks bright for Visa and MasterCard

Barclays: sleepless nights

Do not fret about the investment bank. Do fret about the conduct

China oil groups: waiting for reckoning

Analysts’ expectations for Cnooc and PetroChina are resistant to prices

Alcatel-Lucent: blade runner

Cost cuts are taking hold, at last

Regal Entertainment: big ticket item

Regal will not be easy to sell. Its price is already high

US banks/QE: out of a comfort zone

Big lenders face period of uncertainty as Fed’s QE nears end

Fiat Chrysler/Ferrari: Divide and rule

FCA is already driven at the financial equivalent of 200mph; spinning off Ferrari is just as well

Ping An: risky business?

Multiline insurer must reassure investors that rapid growth is not coming with added risk

Social media: antisocial reaction

Shares in Twitter, Yelp and Pandora down amid concern over user growth and profits

  • European telecoms: better together?

    After a decade of intensifying regulatory and competitive pressure, the telecom industry have begun a fight back. While regulators have achieved lower tariffs for customers on mobile, telecom companies have suffered financially. Softening profitability in recent years has deterred these same companies from investing. EU President-elect Juncker wants more investment in telecom to better compete with US industry. Telecom companies want the regulators to loosen their grip. The result, much more consolidation.

    Join Lex live on Wednesday 29 October midday (UK time) to discuss the pros and cons of the trend towards consolidation.

  • Facebook earnings

    Facebook has been on a tear this year. First half results were strong, and its share price is up 50 per cent since the beginning of the year. But can the social-network-turned-ad-company keep it up? Facebook has warned that revenue growth will be slower in the second half of this year. On this Lex live note we will parse the results and bring you real time commentary on the earnings call. Join the discussion from 4:30pm (Eastern daylight time).

  • European banks after the AQR

    A live blog from

  • Splitting a burrito

    With McDonald’s and Chipotle’s fortunes literally diverging (and their earnings announcements occurring within hours of each other last week) cue the quarterly cries that McDonald’s mistakenly divested the burrito dynamo.

    McDonald's sale of Chipotle might be one of the worst business decisions ever made